account-strategy-builder

Community

Proactive 90-day account strategy.

Authorstephenrogan
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps CSMs shift from reactive to proactive account management by delivering a structured 90-day plan that defines priorities, measurable objectives, a stakeholder strategy, and a risks & opportunities view.

Core Features & Use Cases

  • Defines a structured 90-day plan with clearly stated priorities, objectives, stakeholder coverage, and risk/opportunity flags.
  • Guides proactive account management for high-value customers, renewal prep, and expansion discussions.
  • Provides a diagnostic framework that surfaces gaps in account context and success criteria to inform actions.

Quick Start

Analyze an account to produce a 90-day strategic plan detailing priorities, objectives, stakeholders, and risks.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: account-strategy-builder
Download link: https://github.com/stephenrogan/csm-skills/archive/main.zip#account-strategy-builder

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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